Plan Snapshot
- Plan Sponsor: Southwest Key Programs, INC.
- Sponsor EIN: 742481167
- Sponsor Address: 6002 JAIN LANE, AUSTIN, TX, 78721
- Plan Type: 401(k)
- Total Participants: 8,899
- Total Assets: $277.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,899 | $277.1M | $31.7M | $35.7M |
| 2023 | 9,729 | $224.6M | $29.3M | $34.7M |
| 2022 | 9,639 | $158.0M | $20.9M | $29.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,011,879 | — | — | — | — |
| 2023 | $952,671 | — | — | — | — |
| 2022 | $575,549 | — | — | — | — |